Latest Period
Q1 2026
Security Snapshot
SUN LIFE FINANCIAL INC - Common Stock (SLF) Institutional Ownership
CUSIP: 866796105
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
446
Shares (Excl. Options)
248,560,743
Price
$62.56
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- Security type / class
- Equity / Common Stock
- Symbol
- SLF on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 248,560,743
- Total 13F value
- $15,589,805,917
- Portfolio coverage rank
- 0.01%
- Share change
- -2,603,131
- Value change
- -$160,149,727
- Number of holders
- 446
- Shares outstanding
- 577,941,890
- SEC-reported price per share
- $73.01
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SLF - SUN LIFE FINANCIAL INC - Common Stock is tracked under CUSIP 866796105.
- 446 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 437 to 446 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $15,741,621,748 to $15,589,805,917.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 446 institutions filings for Q1 2026.
Security key
866796105
Latest holder period
Q1 2026
13F holders
446
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
SLF full holder history
SUN LIFE FINANCIAL INC SEC filings
SUN LIFE FINANCIAL INC company facts
SUN LIFE FINANCIAL INC 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 866796105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
SLF
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7.3% | $2,498,899,366 | 42,189,758 | BlackRock, Inc. | 31 Dec 2024 |
As of 31 Mar 2026, 446 institutional investors reported holding 248,560,743 shares of SUN LIFE FINANCIAL INC - Common Stock (SLF). This represents 43% of the company’s total 577,941,890 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
33%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 7.2% | 41,647,668 | -8.1% | 0.49% | $2,605,478,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8% | 15,974,651 | 0% | 0.02% | $1,000,779,936 |
| TD Asset Management Inc | 2.4% | 14,022,998 | -8.6% | 0.71% | $875,715,148 |
| BANK OF MONTREAL /CAN/ | 1.8% | 10,383,850 | +0.49% | 0.27% | $650,654,125 |
| CIBC WORLD MARKET INC. | 1.6% | 9,316,439 | +39% | 1% | $583,488,575 |
| 1832 Asset Management L.P. | 1.6% | 9,063,878 | -11% | 0.75% | $567,036,208 |
| TORONTO DOMINION BANK | 1.2% | 7,050,377 | +13% | 0.85% | $441,761,523 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.2% | 6,945,264 | -9.2% | 0.37% | $434,711,922 |
| BANK OF NOVA SCOTIA | 1.2% | 6,869,280 | +15% | 0.76% | $430,243,989 |
| NATIONAL BANK OF CANADA /FI/ | 1.2% | 6,679,041 | +5.7% | 0.43% | $417,148,093 |
| MACKENZIE FINANCIAL CORP | 1.1% | 6,102,537 | -1.7% | 0.46% | $382,258,391 |
| FMR LLC | 1% | 5,846,899 | +8.8% | 0.02% | $366,297,836 |
| GEODE CAPITAL MANAGEMENT, LLC | 1% | 5,786,056 | +4.6% | 0.02% | $375,029,417 |
| TD Waterhouse Canada Inc. | 0.96% | 5,528,134 | +153% | 1% | $345,858,613 |
| Federation des caisses Desjardins du Quebec | 0.95% | 5,482,153 | -1.6% | 1.2% | $341,019,904 |
| VANGUARD FIDUCIARY TRUST CO | 0.85% | 4,910,508 | 0% | 0.08% | $307,633,505 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.69% | 3,991,930 | -20% | 0.16% | $250,135,134 |
| Vanguard Global Advisers, LLC | 0.68% | 3,953,128 | 0% | 0.13% | $247,655,563 |
| Legal & General Group Plc | 0.66% | 3,829,736 | -1.7% | 0.06% | $239,161,366 |
| LETKO, BROSSEAU & ASSOCIATES INC | 0.56% | 3,264,408 | +1.8% | 3.3% | $203,857,373 |
| SCOTIA CAPITAL INC. | 0.56% | 3,262,998 | -0.35% | 0.84% | $203,562,081 |
| MORGAN STANLEY | 0.52% | 2,986,394 | -24% | 0.01% | $186,828,882 |
| Beutel, Goodman & Co Ltd. | 0.5% | 2,907,092 | -8.4% | 1.2% | $181,543,000 |
| JPMORGAN CHASE & CO | 0.48% | 2,765,802 | +6.8% | 0.01% | $171,258,527 |
| Fiera Capital Corp | 0.4% | 2,301,995 | +240% | 0.49% | $143,967,619 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 248,560,743 | $15,589,805,917 | -$160,149,727 | $62.56 | 446 |
| 2025 Q4 | 250,811,950 | $15,741,621,748 | -$80,023,161 | $62.40 | 437 |
| 2025 Q3 | 251,184,192 | $15,121,910,628 | -$986,673,471 | $60.03 | 430 |
| 2025 Q2 | 264,451,608 | $17,597,668,171 | +$541,202,758 | $66.45 | 441 |
| 2025 Q1 | 256,559,337 | $14,718,493,888 | -$304,202,947 | $57.26 | 414 |
| 2024 Q4 | 262,042,373 | $15,553,936,509 | -$475,976,364 | $59.34 | 429 |
| 2024 Q3 | 270,834,842 | $15,703,840,495 | +$178,361,927 | $58.02 | 413 |
| 2024 Q2 | 268,395,120 | $13,154,916,138 | -$336,339,498 | $48.99 | 389 |
| 2024 Q1 | 267,470,701 | $14,560,890,385 | +$14,895,892 | $54.58 | 409 |
| 2023 Q4 | 269,742,208 | $13,998,054,295 | +$201,170,563 | $51.86 | 389 |
| 2023 Q3 | 266,036,162 | $12,988,236,675 | -$49,681,465 | $48.80 | 367 |
| 2023 Q2 | 267,727,622 | $13,960,007,682 | -$167,921,627 | $52.12 | 369 |
| 2023 Q1 | 270,172,507 | $12,619,414,140 | -$2,860,259 | $46.70 | 369 |
| 2022 Q4 | 255,761,161 | $11,872,697,803 | -$184,589,152 | $46.42 | 351 |
| 2022 Q3 | 271,750,177 | $10,869,110,194 | -$399,804,546 | $39.76 | 346 |
| 2022 Q2 | 281,099,084 | $12,902,811,865 | +$260,982,051 | $45.81 | 339 |
| 2022 Q1 | 277,068,418 | $15,474,302,350 | -$154,785,495 | $55.83 | 345 |
| 2021 Q4 | 279,787,181 | $15,587,506,602 | -$276,860,730 | $55.69 | 338 |
| 2021 Q3 | 276,263,240 | $14,226,255,819 | +$271,613,786 | $51.45 | 307 |
| 2021 Q2 | 271,516,063 | $14,001,407,769 | +$253,889,277 | $51.54 | 309 |
| 2021 Q1 | 263,569,159 | $13,327,242,405 | +$316,557,393 | $50.54 | 333 |
| 2020 Q4 | 259,653,005 | $11,573,400,765 | -$157,963,665 | $44.45 | 335 |
| 2020 Q3 | 267,504,177 | $10,897,923,134 | +$50,155,117 | $40.73 | 297 |
| 2020 Q2 | 266,861,076 | $9,781,340,521 | +$305,841,339 | $36.74 | 290 |
| 2020 Q1 | 258,582,348 | $8,259,997,977 | -$67,046,087 | $32.08 | 289 |